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Kotak Equity Opportunities Fund vs LIC MF Large & Mid Cap Fund compare
Kotak Equity Opportunities Fund - Growth
LIC MF Large & Mid Cap Fund Regular-Growth
LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Kotak Equity Opportunities Fund - Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Fund | Kotak Equity Opportunities Fund - Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹24534 Cr | ₹2916 Cr | ₹2916 Cr |
| Min Investment | ₹100 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 | ₹1000 |
| Min Addl Investment | ₹100 | ₹500 | ₹500 |
| Launch Date | 09 Sep 2004 | 25 Feb 2015 | 25 Feb 2015 |
| Category | Large and Mid Cap | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
| Turn Over | 14.92% | % | 46% |
| Expense Ratio | 1.61 | 1.9 | 1.9 |
| Manager | Harsha Upadhyaya | Yogesh Patil | Yogesh Patil |
| ISIN Code | INF174K01187 | INF767K01NB5 | INF767K01NB5 |
| Exits Load | Kotak Equity Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Equity Opportunities Fund - Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Month | 6.93% | 6.34% | 6.34% |
| 6 Month | 2.01% | 1.54% | 1.54% |
| 1 Year | 6.87% | 11.97% | 11.97% |
| 3 Year | 22.58% | 20.05% | 20.05% |
| 5 Year | 26.51% | 24.78% | 24.78% |
SIP Return Analysis
| Scheme Name | Kotak Equity Opportunities Fund - Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| 6 Month | 6.06% | 5.28% | 5.28% |
| 1 Year | 3.79% | 3.08% | 3.08% |
| 3 Year | 19.57% | 19.64% | 19.64% |
| 5 Year | 19.78% | 18.52% | 18.52% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Opportunities Fund - Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Year | 16.98% | 13.91% | 13.91% |
| 3 Year | 15.39% | 15.15% | 15.15% |
| 5 Year | 14.87% | 14.36% | 14.36% |
Risk Management
| Scheme Name | Kotak Equity Opportunities Fund - Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Standard Deviation | 14.018% | 15.222% | 15.222% |
| Sharp | 0.647% | 0.407% | 0.407% |
| Beta | 0.929% | 0.962% | 0.962% |
| Alpha | 3.063% | -0.018% | -0.018% |
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Fund Managers
| Scheme Name | Kotak Equity Opportunities Fund - Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Name | Harsha Upadhyaya | Yogesh Patil | Yogesh Patil |
| Total AUM | ₹139411 Cr | ₹5898 Cr | ₹5898 Cr |
| Funds Managed | 11 | 7 | 7 |
| Kotak Equity Opportunities Fund - Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Kotak Equity Opportunities Fund - Growth |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 4.51 | 6.28 | 6.28 |
| Large Cap | 54.26 | 40.11 | 40.11 |
| Mid Cap | 35.22 | 36.45 | 36.45 |
| Small Cap | 6.01 | 17.15 | 17.15 |
Sector Allocation
| Scheme Name |
Kotak Equity Opportunities Fund - Growth |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 3.44 | 3.86 | 3.86 |
| Communication Services | 2.5 | 1.74 | 1.74 |
| Energy | 5.77 | 3.14 | 3.14 |
| Financial Services | 20.63 | 24.53 | 24.53 |
| Technology | 10.67 | 6.14 | 6.14 |
| Consumer Cyclical | 13.42 | 16.41 | 16.41 |
| Industrials | 16.41 | 22.2 | 22.2 |
| Consumer Defensive | 1.89 | 2.77 | 2.77 |
| Healthcare | 8.56 | 6.48 | 6.48 |
| Basic Materials | 10.21 | 9.16 | 9.16 |
| Real Estate | 0.86 | 1.16 | 1.16 |
| Utilities | 5.64 | 2.41 | 2.41 |
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